First Trust Dorsey Wright Momentum & Value ETF
DVLU
17 hedge funds and large institutions have $30M invested in First Trust Dorsey Wright Momentum & Value ETF in 2026 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 7 increasing their positions, 6 reducing their positions, and 4 closing their positions.
17% more repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 6
12% more capital invested
Capital invested by funds: $26.8M → $30M (+$3.26M)
1.74% less ownership
Funds ownership: 74.88% → 73.14% (-1.7%)
11% less funds holding
Funds holding: 19 → 17 (-2)
25% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Raymond James Financial
St Petersburg,
Florida
|
+$4.13M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$544K |
| 3 |
CCFM
Clear Creek Financial Management
Silverdale,
Washington
|
+$254K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$240K |
| 5 |
LPL Financial
San Diego,
California
|
+$178K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EH
Equitable Holdings
New York
|
-$315K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$245K |
| 3 |
PAG
Private Advisory Group
Redmond,
Washington
|
-$160K |
| 4 |
FFA
Farther Finance Advisors
San Francisco,
California
|
-$123K |
| 5 |
HI
Harbour Investments
Madison,
Wisconsin
|
-$53.5K |
DVLU Hedge Fund Activity: Q1 2026 in Review
17 of the 8,191 institutional investors tracked by Wall St. Rank reported a position in First Trust Dorsey Wright Momentum & Value ETF (DVLU) for Q1 2026, worth a combined $30M — up 12% from $26.8M a quarter earlier.
Sellers outnumbered buyers: 4 funds closed out of DVLU and 3 opened new positions — a net loss of 1 holder — while 6 trimmed existing stakes and 7 added.
The largest buyer was Raymond James Financial, opening a new position worth an estimated $4.13M. The largest seller was Equitable Holdings, exiting entirely with an estimated $315K sold.
- 17 institutional investors held First Trust Dorsey Wright Momentum & Value ETF (DVLU) as of Q1 2026, down from 19 in Q4 2025.
- Funds reported $30M of First Trust Dorsey Wright Momentum & Value ETF stock for Q1 2026, up 12% quarter-over-quarter.
- 3 funds opened new First Trust Dorsey Wright Momentum & Value ETF positions in Q1 2026 and 4 closed out, a net change of -1 holder.
- The largest First Trust Dorsey Wright Momentum & Value ETF buyer in Q1 2026 was Raymond James Financial, an estimated $4.13M added.
- The largest First Trust Dorsey Wright Momentum & Value ETF seller in Q1 2026 was Equitable Holdings, an estimated $315K sold.
Based on aggregated 13F filings for Q1 2026.